By "only some" I think you mean "vast majority". Batch #1 customers have been in hog heaven reaping amazing profits and are probably the biggest "winners" in the ASIC arms race.

I personally am torn on Bitsyncom/Yifu. I wonder how they got so far off track since batch #1 but at the same time I have a hard time feeling sorry for chip customers since all of the signs were there. I was planning on buying a batch of chips but got cold feet because at that time batch #2 was experiencing a delay that still doesn't add up and I was getting ZERO response from Bitsyncom to my inquiry about bulk chip orders. I personally would never invest that kind of capital with a company that is unable communicate with their customers BEFORE the sale is even complete. Everybody that ordered chips should have known that Bitsyncom was already experiencing "unexplained delays" and was not able or perhaps willing to communicate with it's customers AT ALL. It wasn't a secret. Ordering bulk chips at that time should have been a calculated risk and I believe greed overpowered a lot of peoples better judgement and while it doesn't look good, the race isn't over and there's still a decent chance they will come out ahead as the majority of Bitsyncom customers have...